Etsy, Inc.
ETSY
NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $7.3B
$76.51
▼ -6.73%
P/E
34.00
Mkt Cap
$7.3B
52-Wk Range
$44.00–$87.97
52-Week Range
$44.00 - $87.97
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 31.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Strong network effects with millions of unique sellers and buyers
- Iconic brand with high customer loyalty and trust in artisan communities
- Diversified revenue streams beyond marketplace fees
- Vertically integrated ecosystem with owned platforms like Depop
Bear Case
2 risks
- Above-average volatility (beta 1.8).
- Premium valuation to Specialty Retail peers
Growth
Stable outlook
Expansion of advertising services and seller monetization tools
Value
Premium valuation to Specialty Retail peers
Momentum
Strong
+11.2% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ETSY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $0.98 vs $0.75 consensus (+31.2% surprise). Revenue of $668.3M vs $646.1M expected (+3.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+31.2%
Revenue trend · last 8Q
—
—
—
+4%
+2%
+3%
+3%
-1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$662.4M
$852.2M
$612.2M
$672.7M
$678.0M
$881.6M
$631.3M
$668.3M
Margins · last 8Q
Gross
72.4%
Operating
18.7%
Profit
23.3%
Wall Street consensus
20 analysts · 55% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
55%
Hold
40%
Sell
5%
Median Price Target
—
Latest: Bank of America · Aug 20, 2026
vs Industry
How ETSY stacks vs Specialty Retail
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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